You already have nearly $12,000 across checking and savings, which gives you flexibility. Keeping at least 3–6 months of expenses in a high-yield savings account is a smart move—and once that's covered, you could consider directing any extra cash toward your brokerage account or HSA for more growth potential without sacrificing security.
Financial Advice. The Frank Way.
Frank is reshaping the future of financial advice for the middle class. He’s a fresh alternative that combines powerful AI, human insight, and a personalized command center—built to give you smarter, faster, and truly unbiased guidance, without the B.S.
Why Choose Frank?
Let’s be honest — managing money is overwhelming, confusing, and kind of the worst. Frank is here to change that. He connects to your full financial life and gives you expert strategies and insights that are fast, personalized, and easy to act on.
Actionable Advice, Not Just Fancy Charts
Sure, Frank connects all your accounts. But he also connects all the dots – turning data into decisions, not just prettier dashboards.
Pick an Advisor That Feels Right
Frank doesn’t come one-size-fits-all. You choose how he looks, sounds, and speaks — because advice only works if it comes from someone you trust.
Human + AI
Frank isn’t powered by a generic chatbot. He’s trained just for personal finance — with your connected accounts and real-world guardrails built in. That means smarter answers, and safer decisions.
Answers in Seconds, Not Days
Financial questions don’t wait — and neither should you. Frank’s here 24/7 to give you fast, clear answers when you need them most.
“What If” Planning for Big-Life Moves
Frank helps you pressure-test the stuff that keeps you up at night — moving, downsizing, changing careers, investing in your next chapter. Just real tradeoffs, not vague benchmarks.
Built for You – and Your Partner.
One of you loves the details, the other just wants the gist. Frank speaks both languages, so you can focus on your goals, not arguments.
How It Works
Simple, fast, and customized.
Is Frank
Right For You?
Frank’s for people with real lives and real questions. If any of these sound like you, you’re in the right place!
A financial advisor who gets you. Finally.
Got Questions? Ask Frank.
Big decisions don’t always wait for office hours. Frank’s always here — ready to run the numbers, weigh the tradeoffs, or give you a second opinion. No delays, no distractions — just guidance you can trust.